See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,787 | $160,055-68.3% | $140,016-63.7% | $135,375-62.5% |
| Participation rate | 52.2% | 88.5%-36.3pp | 87.5%-35.3pp | 82.6%-30.5pp |
| Annual return | -5.37% | 911.38%-916.7pp | 651.12%-656.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,063 | $6,420-83.4% | $5,606-81.0% | $4,779-77.8% |
| Participant deferral / active EE | $8,444 | $7,642+10.5% | $6,927+21.9% | $5,609+50.6% |
| Admin fee / account holder | $6,536 | $13,328-51.0% | $10,705-39.0% | $10,827-39.6% |